Plan Snapshot
- Plan Sponsor: Tetra Pak, INC.
- Sponsor EIN: 751537534
- Sponsor Address: 3300 AIRPORT ROAD, DENTON, TX, 76207
- Plan Type: 401(k)
- Total Participants: 1,665
- Total Assets: $500.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,665 | $500.2M | $21.0M | $16.2M |
| 2023 | 1,617 | $437.4M | $18.4M | $14.6M |
| 2022 | 1,508 | $383.3M | $16.9M | $13.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | NONE | $257,071 | — | $257,071 |
| MORGAN STANLEY | NONE | $98,294 | — | $98,294 |
| FORVIS MAZARS LLP | NONE | $52,677 | — | $52,677 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES — NONE
- MORGAN STANLEY — NONE
- FORVIS MAZARS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $408,042
- Estimated Expense Ratio: 0.082% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $408,040 | $98,294 | — | $52,677 | — |
| 2023 | $375,305 | $94,388 | $26,818 | — | — |
| 2022 | $382,603 | $90,000 | — | — | $49,420 |